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System & Governance Notifications

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Create a new Alert

1. Navigate to Settings > Notifications > System.
2. Click Add Notification.
3. Enter a unique alert Name and Description (optional) for quick identification.
4. Select an entity type to trigger this alert. Available source entities The source you pick determines which entity type’s events trigger the alert. Select All to receive notifications for every entity type without filtering by source. To target a specific entity type, choose from data assets, service connections, governance entities, or collaboration threads. Data assets

   Source	What it covers
   Table	Database tables and views
   Dashboard	BI dashboards (Tableau, Looker, PowerBI, etc.)
   Chart	Individual charts within a BI dashboard
   Dashboard Data Model	Underlying data models behind BI dashboards
   Pipeline	Data pipeline assets (Airflow, dbt, etc.)
   Topic	Messaging topics (Kafka, Pulsar)
   ML Model	Machine learning model assets
   Database	Database entities within a database service
   Database Schema	Schemas within a database
   Data Product	Data product entities

   Service connections

   Source	What it covers
   Ingestion Pipeline	Collate metadata ingestion pipelines — fires on success, failure, or config changes
   Database Service	Database service connections (Snowflake, BigQuery, Postgres, etc.)
   Dashboard Service	BI service connections
   Pipeline Service	Pipeline service connections
   Messaging Service	Messaging service connections
   Storage Service	Object storage service connections
   ML Model Service	ML model service connections
   Metadata Service	Metadata service connections

   Governance

   Source	What it covers
   Glossary	Business glossary entities
   Glossary Term	Individual terms within a glossary
   Tag	Classification tags
   Tag Category	Tag classifications (for example, PII, Tier)
   Domain	Business domain entities
   User	Collate user accounts

   Collaboration These three sources all relate to threads posted on data assets, but each covers a distinct thread type. Choosing the wrong one is a common source of misconfigured alerts.

   Source	Thread type	What it covers
   Conversation	Conversation	Free-form comments posted on any data asset
   Task	Task	Structured workflow tasks — including incidents, description requests, tag requests, and approval workflows
   Announcement	Announcement	Time-bound announcements posted on data assets

   Incident alerts require Task as the source, not Conversation.Incidents in Collate are Task threads, not Conversation threads. If you set Source = Conversation, the alert will never fire for incident comments, assignments, or status changes. Set Source = Task to receive notifications for incident activity.
   The Task source covers the following task types:

   Task type	When it is created
   RequestTestCaseFailureResolution	A data quality test fails and an incident is opened
   RequestDescription	A user requests a description be written for an asset
   UpdateDescription	A user requests an existing description be changed
   RequestTag	A user requests a tag be applied to an asset
   UpdateTag	A user requests an existing tag be changed
   RequestApproval	A governance approval workflow is triggered
   RecognizerFeedbackApproval	An AI recognizer feedback task is submitted for approval
   Generic	A general-purpose task created manually

   The only filter available for Task and Conversation is Mentioned User or Team — narrow the alert to threads where a specific person or team is @-mentioned. You can’t filter tasks by task type (for example, incidents only) in the alert UI.
5. Add filters to narrow the alert scope and trigger notifications for specific events.
   If you don’t set any filter, the alert applies to all events over the selected source entity type.
   Use filters to narrow the alert to relevant changes. The available criteria depend on the source entity selected. Filter events by:
   • Owner: Filter events based on the designated owner of the asset.
   • Entity FQN: Filter by the Fully Qualified Name of the entity.
   • Updater Name: Filter based on the user or service that executed the change.
   • Domain: Filter events based on the Data Domain the entity belongs to.
   • Filter By Updater Is Bot: Filter to include or exclude changes made by automated ingestion or system processes.
   • Event Type: Filter by the specific action that occurred. For more details about the various event types, see the table below.

   Event Type	What it means
   Entity Created	A new asset is created.
   Entity Updated	A create/update request changes at least one field on the asset.
   Entity Fields Changed	A metadata field changed outside a direct edit. For example, weekly or daily usage statistics were recalculated.
   Entity No Change	A create/update request was processed but produced no actual difference from the asset’s current state—for example, a re-ingestion run that found identical metadata. These no-change events are not recorded in the change log that alerts evaluate, so an alert filtered to this event type will never trigger.
   Entity Soft Deleted	An asset is moved to the deleted (recoverable) state.
   Entity Deleted	An asset is permanently removed.
   Entity Restored	A soft-deleted asset is brought back.
   Thread Created	A new conversation thread is started on an asset.
   Thread Updated	An existing conversation thread is edited.
   Post Created	A reply is added to a thread.
   Post Updated	An existing reply is edited.
   Task Created	A task thread is opened. See the task types listed under the Task source above.
   Task Updated	A task’s details are edited.
   Task Resolved	A task is marked resolved.
   Task Closed	A task is closed without resolution.
   Logical Test Case Added	A test case is added to a logical test suite.
   Suggestion Created	A new suggestion is created for an asset’s description or tag.
   Suggestion Updated	An existing suggestion is edited.
   Suggestion Accepted	A suggestion is accepted and applied to the asset.
   Suggestion Rejected	A suggestion is rejected.
   Suggestion Deleted	A suggestion is deleted.
   User Login	A login to Collate occurs.
   User Logout	A logout from Collate occurs.
   Entity Lineage Added	A lineage edge is added to or from the asset.
   Entity Lineage Deleted	A lineage edge is removed.
   Entity Lineage Updated	An existing lineage edge is changed—for example, column-level lineage details.

   Use the Include toggle to define the logic for the filter condition:
   • Include (Toggle ON): If the event meets the filter condition, the alert is sent.
   • Exclude (Toggle OFF): If the event meets the filter condition, the alert is silenced (not sent).
   Add multiple filters to a single alert subscription.
6. Add destinations where you want to deliver alerts — internal Collate roles or external channels like Slack and email. Internal Destinations:
   • Admins - Notify all platform administrators
   • Followers - Notify users following the asset
   • Owners - Alert the asset owners
   • Teams or Specific Users - Target specific teams or individuals
   External Destinations:
   • Email
   • Chat: Slack, MS Teams, and Google Chat
   • Automation: Generic Webhooks